Seminar Solution Sets

Available Seminar Solution Sets

Annuities

Includes two Webinars & Presentations:

• An Introduction to Annuities Opens a new window
• Variable Annuities Opens a new window

Approaching Retirement

Includes one Single-Session Seminar:

• Retirement Income Opens a new window

Includes three Webinars & Presentations:

• Social Security Opens a new window
• Estate Planning Basics Opens a new window
• Planning for Long-Term Care Opens a new window

Business Owners

Includes two Webinars & Presentations:

• Business Continuation Planning Opens a new window
• Your Employer-Sponsored Retirement Plan Opens a new window

College Funding

Includes one Single-Session Seminar:

• College Funding Opens a new window

Includes one Webinar & Presentation:

• College Planning Opens a new window

Estate Planning

Includes one Single-Session Seminar:

• Estate Conservation Opens a new window

Includes three Webinars & Presentations:

• Estate Planning Basics Opens a new window
• Advanced Estate Planning Opens a new window
• Special Needs Planning Opens a new window

Financial Management

Includes one Single-Session Seminar:

• Financial Management Opens a new window

Includes one Webinar & Presentation:

• Financial Planning Basics Opens a new window

Hot Topics

Includes three Single-Session Seminars:

• Tax Planning and Your Retirement Opens a new window
• Surviving Market Swings Opens a new window
• How Health Can Affect Your Wealth in Retirement Opens a new window

Investment

Includes one Single-Session Seminars:

• Surviving Market Swings Opens a new window

Includes one Webinar & Presentation:

• Investment Basics Opens a new window

Retirement

Includes one Single-Session Seminar:

• RetirementOpens a new window

Includes two Webinars & Presentations:

• Planning for Long-Term Care Opens a new window
• Roth IRA Basics Opens a new window

Retirement Income

Includes one Single-Session Seminar:

• Retirement Income Opens a new window

Includes one Webinar & Presentation:

• Retirement Income Planning Opens a new window

Social Security

Includes one Single-Session Seminar:

• Making the Most of Social SecurityOpens a new window

Includes one Webinar & Presentation:

• Social Security Opens a new window

Starting Out

Includes one Single-Session Seminar:

• Financial Management Opens a new window

Includes two Webinars & Presentations:

• College Planning Opens a new window
• Financial Planning Basics Opens a new window

Women’s Finance

Includes one Single-Session Seminar:

• Taking Control Opens a new window

Includes two Webinars & Presentations:

• Retirement Savings Challenges for Women Opens a new window
• Women and Money Opens a new window

One-on-One Collection

Includes all 17 Webinars & Presentations

• See Presentation Samples

Product Features

Presentation Features

• Full-color, 20+ slide PowerPoint presentation with script; provides content for 30-minute meeting
• Video introduction to promote seminar via email or website
• FINRA-reviewed material
• Interactive client workbook
• Coordinating seminar invitation
• One-on-One Collection includes access to entire Presentations library

Single-Session Seminar Features

• Full-color, 50- to 72-slide PowerPoint presentation with script; provides content for a 50- to 75-minute seminar
• FINRA-reviewed material
• Annual updates
• Four-color, 20-page participant workbook, with personalized branding available
• Marketing materials: letter, flyer, invite postcard